Are you an MGA, Aggregator, Cluster, or Network?
Insurance Agency Owners:
Your Team Is Already Doing the Work.
You're Just Not Getting Paid for All of It.
The Compounding Leverage System™ captures the revenue that slips through the cracks of every busy insurance agency — automatically, without adding work to your team's plate.
How Much Revenue and Profit Are Slipping Through the Cracks of Your Agency?
The Real Problem
Every week, your agency writes quotes that never get followed up on.
Renewals that should have been saved slip out the door because someone meant to call but didn't get to it.
Clients who've been with you for years have coverage gaps nobody has ever addressed — not because your team doesn't care, but because there's always something more urgent on the desk.
This isn't a people problem. It's not a motivation problem.
It's a capacity problem — and it costs the average agency tens of thousands of dollars a year in revenue that was already within reach.
Four Places Your Agency is Leaving Money Behind
1. Renewals
Every client who leaves takes years of earned trust with them. Most agencies know renewals matter — but "we'll get to it" isn't a workflow.
2. Quote Follow-Up
Your team worked hard to build that quote. But if the prospect doesn't call back, does anyone follow up more than once? Most agencies don't.
3. Cross Selling
Your existing, loyal clients are the hottest engine for profitable business growth — but most agencies leave that engine idling out in back.
4. X-Date Pipeline
Every prospect you've ever quoted was already interested enough to ask for a price. Most agencies let them disappear forever.
The GAP
Here's the thing every agency owner knows but rarely says out loud:
"We know what we should be doing. We just don't do it consistently."
That's not a character flaw. That's what happens when quoting, servicing, staffing, and fires consume every available hour.
Consistent execution of the right workflows — every day, on every quote, every renewal, every client — is what separates agencies that drift from agencies that compound.
The difference isn't working harder. It's having a system that runs whether you're thinking about it or not.
What We Do
We install and run the Compounding Leverage System™ inside your agency.
We connect to your book of business, build the workflows, and execute them — so your team doesn't have to carry the mental load of remembering who needs a follow-up, whose renewal is at risk, or which client is underinsured.
No new software for your team to learn. No new daily habits. No new dashboards to check.
The work gets done. Revenue stops leaking. Your team stays focused on what they do best.
What that looks like in practice:
Quotes that don't hear back get a structured follow-up sequence — not one call, but a real sequence — until you get a decision.
Renewals get proactive outreach weeks before the risk window opens, not a scramble the week before.
Existing clients get systematic, low-pressure conversations about coverage gaps — conversations your team would have if they had the time.
Your X-date list becomes a live pipeline with consistent monthly activity, not a buried AMS report that no one ever looks at.
The Numbers (in Plain English)
Here's what it looks like in real terms:
If your agency writes 80 quotes a month and converts 22, you're burning payroll and leaving massive value on the table. Moving from "average" to "great" only means closing 10 more policies every month.
Do the math on what that's worth in commission over 36 months — and that's just one of the four levers you may be consistently ignoring.
Run all four levers, consistently, for three years — and you're looking at a fundamentally different agency. More revenue. Stronger retention. Higher valuation when you're ready to sell or transition.
That's not because you did anything heroic ... it's because you started capturing the real value from the work that was already being done at your agency.
TESTIMONIALS
Other Business Owners Talk About How Our Messages Convert Their Buyers
Chris Orlob
Owner, pclub.io
"This direct response marketing skill set is very rare because it's essentially salespersonship in print or written form. And Andrew Schultz is one of those rare people. He has made a study of this. He knows how to build campaigns and effective messages for your audience that gets them to buy, gets them to register, gets them to retain."
Jamal Reimer
Owner, Enterprise Sellers
"50 discovery calls with prospective clients, and ... over $60K in revenue. Your seven emails did all of that in less than three weeks. That's the short story."
Adam Robinson
Owner, RB2B and Retention.com
"We generated $150K of revenue from a few touches of segmenting and emailing of people who were never going to buy [my product] in the first place".
Ian Koniak
Owner, Untap Your Sales Potential
"That campaign generated 40 calls and over $300K in revenue."
Paul Antunes
Owner, Taxera
How It Works
Step 1: One Week Setup Phase
You pay a small setup fee. We set up a data export or plugin into your AMS. We set up your communication channels.
Minimal time required from your team. No new software. No workflow overwhelm.
Step 2: 60-Day Results Phase
We work the system for free to prove results:
Cross-sell conversations
Improved Q2B
New X-date pipeline
Stronger retention workflows
Step 3: Scaling
Phase
Once traction is visible, you transition to a flat monthly fee. The system keeps compounding the output of your business.
Our Guarantee:
If you don’t see measurable results in 60 days, we extend the results phase at no cost until you do.
This service was built in collaboration with working agency owners — including a former top Allstate producer and a current independent agency in the top 5 agencies in its network (all of whom still struggled with consistent execution across all four levers).
Is This Right for Your Agency?
The Compounding Leverage SystemTM works best for agencies that are already writing decent volume — you just want to make sure more of that volume sticks around and compounds.
It's not right for agencies that need more leads or a bigger marketing budget. We don't generate new demand. We capture more of what you're already creating.
If your team is writing quotes, servicing renewals, and building a client base — and you suspect you're losing more revenue than you should to dropped follow-ups and missed opportunities — this is built for you.
You're already paying the salaries. The work is already being done.
Now, let's make sure you get the full return on your investment.
Book your 45-minute strategy call and walk away with:
A personalized look at your agency's four leverage points
A realistic 36-month profit model based on your actual numbers
A surprising reveal of how much revenue and profit you could actually make with modest adjustments to the four leverage points
A clear answer on whether this is a fit for your agency
No pressure. No pitch. Just a clear picture of what's possible.
Common Questions
How much does this cost?
The Compounding Leverage System begins with a 60-day results guaranteed phase. You pay only a $1,000 set up fee, we run the system for 60 days. If we haven't proven that the system will move the four key leverage points in your business, we'll keep working for free until we do.
After the first 60 days, the Compounding Leverage System is between a couple hundred and a couple thousand dollars per month, depending on the size of your agency (measured by policies).
Do you guarantee results?
Yes. The Compounding Leverage System begins with a 60-day results guaranteed phase. If we haven't proven that the system will move the four key leverage points in your business after 60 days, we'll keep working for free until we do.
Does this require work from my team?
Not much. The Compounding Leverage System is an outbound messaging system that ensures you never miss sending the most effective messages to your clients and prospects. We need a member of your team to periodically download data from your agency management system and upload it to a secure drive we'll provide for you. You can expect this to take between 30 and 45 minutes PER MONTH.
Will this work for a small agency?
Yes - the math of compounding gains works for any size of insurance agency. If you're dropping the ball in any of the four key leverage points, you will see growth in your business by running the Compounding Leverage System.
Will this work for a large agency?
Yes - the math of compounding gains works for any size of insurance agency. If you're dropping the ball in any of the four key leverage points, you will see growth in your business by running the Compounding Leverage System.
What technology do I need to work with you?
If you have an agency management system that can return filtered lists of clients and leads, and export that data to a csv file (spreasheet), you have everything you need. We run the Compounding Leverage System using our own secure technology platforms.
Will this work for my captive agency?
If you have a captive agency, you may be subject to rules that prevent us from running some of key workflows for you, but we may still be able to run others. Book your free call and let's talk through the details so you can get a clear picture of what's possible for your agency.
The key to maximizing the value of your agency...
is not doing some of these things, some of the time.
It’s doing all of these things, all of the time.
We give you the system that makes that possible.
